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SOMeagher
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Miembro desde ‎ene 9, 2022
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Rolf en Febrero 19, 2020
Option to add timeline activity from associated contact(s) after deal is created
New contacts are constantly added to our existing deals, which take an average of nine months to close. These people are often part of the DMU and important to the project, but unknown to us at the start. Sometimes the contacts originally associated Leer más
Responder Idea Activity Feed Contacts & Companies Deals Sales Reporting
63 Me gusta
26 Respuestas
SOMeagher
Participante
May 12, 2022
Yes pleeeeeeease!
Mayayo en Julio 03, 2017
Disable default closed date on deal/company/contact level
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
Responder Idea Deals Sales Reporting
194 Me gusta
60 Respuestas
SOMeagher
Participante
Marzo 06, 2022
Agree to this idea. We have two quite different Pipelines. In one pipeline, the close date is 18-24 months out. In the other, the cycle is 4-12 week...Leer más
MjLaipenieks en Enero 16, 2019
Documents tool within Snippet tool
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions Leer más
Responder Idea Sales Documents Snippets & Templates
27 Me gusta
20 Respuestas
SOMeagher
Participante
Febrero 24, 2022
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...Leer más
MjLaipenieks en Enero 16, 2019
Documents tool within Snippet tool
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions Leer más
Responder Idea Sales Documents Snippets & Templates
27 Me gusta
20 Respuestas
SOMeagher
Participante
Febrero 24, 2022
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...Leer más
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GinaSabelli en Febrero 10, 2020
Getting Playbook Information Out of HubSpot
Hi All! We are working on getting playbooks set up for our sales process, and a problem we are facing is that there is currently no way to export the information out of HubSpot. We would ideally like to get this infomation out of HubSpot to give Leer más
Responder Conversación Exporting Sales Activity Playbooks Sales
10 Me gusta
8 Respuestas
SOMeagher
Participante
Febrero 08, 2022
Hi, we currently do as you suggest - adding in the playbook responses as personalistion tokens for a provider we refer leads to. This is set up as an...Leer más
nicolerohrer en Junio 04, 2020
Customize properties on Product Information screen
It would be helpful to customize which properties appear on the Product Information screen when a product is created or selected as well as be able to rearrange the order. Some of the default properties are not relevant to some users and if the user Leer más
Responder Idea Products and Quotes
27 Me gusta
6 Respuestas
SOMeagher
Participante
Febrero 03, 2022
... I have the same frustration with 'create deal'. Our deal pipelines are quite different, and having only one way to view the 'create deal' screen ...Leer más
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